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Grain Marketing Workshop Dubbo: 21 September 2010, Robert Herrmann Ag Concepts           12-13 OCTOBER WEALTHFOCUS COURSE, DUBBO. Presenters: Peter Koulizos-The Property Professor; Alan Hull-Active Investing; Terry Powell-General Manager PrincipleFocus Private Wealth; Howard Cole - Investment Consultant to PrincipleFocus & Private Investor          
     
 

Client Charter

OUR VISION

  • A prosperous and vibrant regional Australia, underpinned by a profitable and sustainable farming sector.
  • Establish a network of regional centres delivering strategic management services to farmers and small business owners.

OUR MISSION

  • To eliminate inefficiencies in clients engaging separate specialised firms.
  • To help business owners make effective decisions and solve problems by applying integrated specialist expertise and deliver a complete solution at the same time, in the same place.
  • To transfer knowledge and skills to our clients empowering them to make more effective decisions in the future.

    We help people ‘help themselves'.

OUR VALUES

  • Balancing the vital requirements of people, profit and the environment.


OUR BUSINESS

We deliver integrated professional agribusiness services including:

Accounting

  • Preparation of financial statements and lodgement of tax returns.
  • Provide advice on effective entity structures and business decisions.

Management Consulting

  • Provide strategic planning advice and performance analysis.
  • Decision support service for managers and owner-operators.

Financial Planning

  • Personalised investment advice including estate planning and self managed super funds.
  • Mentoring to create financial independence and understanding.

Education & Training

  • Design and delivery of relevant and targeted skills development courses for client groups.


OUR SERVICE

Clients can expect the highest levels of professional service, integrity and performance with specific standards in the following key areas:

Professional relationship

  • Nurture a productive and effective working relationship between clients and staff built on a basis of trust and performance.

Staff integrity

  • Adhere to strict confidentiality standards with regard to client records, statements and information.
  • Treat all clients with impartiality, fairness and respect.
  • Act ethically and legally in all dealings with, and on behalf of clients.

Be accessible

  • Provide a welcoming office environment.
  • Staff member as clear point-of-contact with individual clients to allow continuity and co-ordination of service delivery.

Embrace feedback

  • Seek to understand clearly the services required by clients and continuously aim to improve the service delivered.
  • Any issues associated with client service will be dealt with promptly and confidentially.

Be informed

  • Verbal and written advice delivered to clients clearly and concisely.
  • All staff will be kept up-to-date on latest information and techniques relevant to company objectives.
  • Clients kept informed as to information and practices that may impact on their business.

Deliver results

  • Advice to clients is clear, concise relevant and timely.
  • Add value to clients' businesses, fitting with their individual goals.

 

 
 
 
 

PrincipleFocus

Phone: 1800 631 695 Email: info@principlefocus.com.au

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